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← AREA AGENCY ON AGING REGION ONE INCORPORATED

Form 990 for tax year 2022

Filed by AREA AGENCY ON AGING REGION ONE INCORPORATED.

Totals

Total revenue
$43,428,428
Total expenses
$42,134,817
Contributions and grants received
$42,939,277
Grants paid
$22,461,656
Program service revenue
$203,376
Investment income
$145,095
Other revenue
$140,680
Total assets, end of year
$25,482,525
Total liabilities, end of year
$8,282,189
Net assets or fund balances, end of year
$17,200,336
Program services expenses (Part IX)
$38,441,585
Management and general expenses
$3,516,320
Fundraising expenses
$176,912
Program service expenses (Part III)
$38,441,585

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $39,343,320

  • 1f · All other contributions, gifts and grants

    $3,595,957

  • 2a · Program service revenue: EMERGENCY HUMAN SERVICES DES

    total $139,857 · related or exempt $139,857

  • 2b · Program service revenue: CLIENT FEES

    total $36,937 · related or exempt $36,937

  • 2c · Program service revenue: MISCELLANEOUS PROGRAM FEES

    total $26,582 · related or exempt $26,582

  • 3 · Investment income

    total $145,095 · excluded $145,095

  • 6a · Gross rents

    real property $25,320

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,320

  • 6d · Net rental income or loss

    total $25,320 · related or exempt $25,320

  • 11a · Other revenue: MANAGEMENT FEE

    total $103,360 · related or exempt $103,360

  • 11b · Other revenue: MISCELLANEOUS

    total $12,000 · related or exempt $12,000

  • 11e · Other revenue, total

    $115,360

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,461,656 · program services $22,461,656

  • 5 · Compensation of officers, directors and key employees

    total $308,261 · management and general $308,261

  • 7 · Other salaries and wages

    total $9,053,341 · program services $7,610,681 · management and general $1,291,343 · fundraising $151,317

  • 8 · Pension plan contributions

    total $539,823 · program services $493,714 · management and general $40,501 · fundraising $5,608

  • 9 · Other employee benefits

    total $1,343,519 · program services $1,199,234 · management and general $130,664 · fundraising $13,621

  • 10 · Payroll taxes

    total $632,925 · program services $560,544 · management and general $66,015 · fundraising $6,366

  • 11b · Fees: legal

    total $12,019 · management and general $12,019

  • 11f · Fees: investment management

    total $9,325 · management and general $9,325

  • 11g · Fees: other

    total $3,825,379 · program services $2,579,200 · management and general $1,246,179

  • 12 · Advertising and promotion

    total $240,786 · program services $228,755 · management and general $12,031

  • 13 · Office expenses

    total $1,123,683 · program services $1,111,497 · management and general $12,186

  • 16 · Occupancy

    total $431,894 · program services $410,315 · management and general $21,579

  • 17 · Travel

    total $721,018 · program services $717,198 · management and general $3,820

  • 22 · Depreciation, depletion and amortization

    total $551,573 · program services $238,102 · management and general $313,471

  • 23 · Insurance

    total $171,051 · program services $162,505 · management and general $8,546

  • 24a · Other expenses: OTHER OPERATING EXPENSE

    total $509,695 · program services $479,251 · management and general $30,444

  • 24b · Other expenses: EQUIPMENT RENTAL

    total $93,441 · program services $88,772 · management and general $4,669

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $85,686 · program services $81,405 · management and general $4,281

  • 24d · Other expenses: DUES & MEMBERSHIPS

    total $19,742 · program services $18,756 · management and general $986

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,901,624 · end of year $4,643,685

  • 2 · Savings and temporary cash investments

    beginning of year $2,614,658 · end of year $6,347,895

  • 4 · Accounts receivable

    beginning of year $6,351,027 · end of year $6,361,127

  • 9 · Prepaid expenses and deferred charges

    beginning of year $84,586 · end of year $218,713

  • 10a · Land, buildings and equipment: cost or other basis

    $11,586,570

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,189,010

  • 10c · Land, buildings and equipment, net

    beginning of year $4,927,904 · end of year $6,397,560

  • 11 · Investments: publicly traded securities

    beginning of year $1,205,846 · end of year $1,382,494

  • 12 · Investments: other securities

    beginning of year $163,240 · end of year $125,804

  • 15 · Other assets

    beginning of year $3,245 · end of year $5,247

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,735,500 · end of year $2,314,845

  • 18 · Grants payable

    beginning of year $2,741,186 · end of year $2,939,591

  • 19 · Deferred revenue

    beginning of year $3,952,870 · end of year $3,026,905

  • 25 · Other liabilities

    beginning of year $848 · end of year $848

  • 27 · Net assets without donor restrictions

    beginning of year $15,438,671 · end of year $16,853,750

  • 28 · Net assets with donor restrictions

    beginning of year $383,055 · end of year $346,586

Mission and programs · 2022

Mission

THE AREA AGENCY ON AGING, REGION ONE IS A PRIVATE NON-PROFIT ORGANIZATION THAT PARTNERS WITH THEIR COMMUNITY TO FOSTER INNOVATIVE PROGRAMS AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR OLDER ADULTS, CAREGIVERS AND DIVERSE POPULATIONS.

Activities or mission (Part I)

TO PARTNER WITH OUR COMMUNITY TO FOSTER INNOVATIVE PROGRAMS AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR OLDER ADULTS, CAREGIVERS AND DIVERSE POPULATIONS.

  • CASE MANAGEMENT: CASE MANAGERS COORDINATE CARE, CONDUCT COMPREHENSIVE ASSESSMENTS, AND AUTHORIZE CLIENTS FOR HOME AND COMMUNITY-BASED SERVICES INCLUDING HOMECARE, MEALS, ADULT DAYCARE, AND RESPITE. THEY LINK CLIENTS TO COMMUNITY RESOURCES AND PROVIDE SUPPORT TO MEET THE PHYSICAL, ENVIRONMENTAL, SOCIAL AND EMOTIONAL NEEDS OF CLIENTS AND CAREGIVERS.

    Expenses $6,338,736 · Grants $2,389,170

  • HOME CARE: HOME CARE CONSISTS OF IN-HOME SERVICES PROVIDED TO OLDER ADULTS AND ADULTS WITH DISABILITIES, WHO NEED EXTRA ASSISTANCE WITH PERSONAL GROOMING AND HOMEMAKING TASKS. HOME CARE INCLUDES ATTENDANT CARE, HOMEMAKING, HOME HEALTH AID, AND PERSONAL CARE. SERVICES ARE PROVIDED BY TRAINED CAREGIVERS THROUGH A NETWORK OF PROVIDERS. SERVICES ALLOW THE CLIENT TO REMAIN SAFELY IN THE HOME FOR LONGER AND DECREASE SOCIAL ISOLATION.

    Expenses $3,915,043 · Grants $3,881,347

  • HOME-DELIVERED MEALS: HOME DELIVERED MEALS PROVIDE HOMEBOUND OLDER ADULTS AND ADULTS WITH DISABILITIES, WHO ARE UNABLE TO COOK OR PREPARE FOOD FOR THEMSELVES, A HOT, NUTRITIOUS MEAL EACH DAY, ALLOWING THEM TO STAY SAFE AND HEALTHY IN THEIR OWN HOME WITH ACCESS TO FOOD. PREPARED THROUGH A NETWORK OF CONTRACTED PROVIDERS, MEALS ARE USUALLY DELIVERED MID-DAY BY A CONSISTENT STAFF PERSON OR VOLUNTEER, ACTING AS A WELFARE CHECK AND A CONNECTION FOR MEAL RECIPIENTS WHO OFTEN LIVE ALONE OR ARE ISOLATED. SACK LUNCHES AND/OR FROZEN ENTREES CAN ALSO BE DELIVERED ON FRIDAY FOR THE WEEKEND.

    Expenses $6,648,668 · Grants $5,987,789

  • Expenses $21,539,138 · Grants $10,203,350 · Revenue $344,056

As filed on the 2022 return.

Listed in Part VII

  • Karen Vanaskie

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Luis Cruz

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Pam Mokler

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jeannine Berg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Peggy Blisten

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Henry Blanco

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Elton Bordenave

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Harry Garewal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cyndy Gaughan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Angelia Hill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Melissa Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Frank Migali

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ted Ks Ng Thru 523

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Allie Pechham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tobias Pierce

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Johannah Uriri-Glover

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mary Lynn Kasunic

    CEO

    Total calculated
    $292,327
    From this org
    $265,271
    From related orgs
    $0
    Other
    $27,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,271
    Bonus
    $0
    Other
    $0
    Deferred
    $16,926
    Nontaxable benefits
    $10,130
    Filer's total
    $292,327

  • Mai Gabil

    SR VP OF HUMAN RESOURCES AND OPERATIONS

    Total calculated
    $214,853
    From this org
    $192,558
    From related orgs
    $0
    Other
    $22,295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,558
    Bonus
    $0
    Other
    $0
    Deferred
    $12,165
    Nontaxable benefits
    $10,130
    Filer's total
    $214,853

  • Manolo Nicdao

    DIRECTOR OF FINANCE

    Total calculated
    $170,260
    From this org
    $149,145
    From related orgs
    $0
    Other
    $21,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,145
    Bonus
    $0
    Other
    $0
    Deferred
    $10,985
    Nontaxable benefits
    $10,130
    Filer's total
    $170,260

  • Geraldine Kroloff

    VP OF COMMUNITY RELATIONS

    Total calculated
    $154,751
    From this org
    $145,132
    From related orgs
    $0
    Other
    $9,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,132
    Bonus
    $0
    Other
    $0
    Deferred
    $9,145
    Nontaxable benefits
    $474
    Filer's total
    $154,751

  • Melissa Elliot

    SR VP OF PROGRAMS & SERVICES

    Total calculated
    $151,317
    From this org
    $132,695
    From related orgs
    $0
    Other
    $18,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,695
    Bonus
    $0
    Other
    $0
    Deferred
    $8,492
    Nontaxable benefits
    $10,130
    Filer's total
    $151,317

  • Roland Seasonal

    ASSISTANT DIRECTOR OF FINANCE

    Total calculated
    $149,836
    From this org
    $131,384
    From related orgs
    $0
    Other
    $18,452
    Hours/week
    40

  • Robbin Coulon

    DIRECTOR OF LEGAL SERVICES

    Total calculated
    $146,151
    From this org
    $127,858
    From related orgs
    $0
    Other
    $18,293
    Hours/week
    40

  • Scott Hawthornthwaite

    DIRECTOR, CARE COORDINATION

    Total calculated
    $130,929
    From this org
    $113,136
    From related orgs
    $0
    Other
    $17,793
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ANNUALLY, THE CEO IS REVIEWED FOR COMPENSATION ADJUSTMENT ON AN ANNUAL BASIS BASED ON AVAILABLE FUNDING SOURCES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AGECONNECT LLC

    OFFERS ON SITE SERVICES TO CLIENTS · AZ · income $0 · assets $150,801

    Directly controlled by AREA AGENCY ON AGING REGION ONE INC

  • AGEWORKS LLC

    OWNS BUILDING/BUILDING MANAGEMENT · AZ · income $1,551,681 · assets $1,622,169

    Directly controlled by AREA AGENCY ON AGING REGION ONE INC

  • ANTIGUA LLC

    OWNS BUILDING/BUILDING MANAGEMENT · AZ · income $702,906 · assets $4,886,827

    Directly controlled by AREA AGENCY ON AGING REGION ONE INC

  • LOS ANCIANOS LLC

    AMERICORPS · AZ · income $123,009 · assets $77,263

    Directly controlled by AREA AGENCY ON AGING REGION ONE INC

  • MUCHAS LINGUAS LLC

    SENIOR CENTER FOR HOMELESS ADULTS · AZ · income $48,879 · assets $1,503,144

    Directly controlled by AREA AGENCY ON AGING REGION ONE INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441369349315379

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